Job Description
Job Title: Tax Manager Job Overview The Tax Manager is a leadership role responsible for overseeing all aspects of client tax engagements. This position manages a portfolio of clients, ensures high-quality service delivery, and provides strategic tax planning and compliance services. The role requires advanced technical expertise, strong project management skills, and a commitment to mentoring and developing junior staff. Key Responsibilities Engagement Management Manage multiple client tax engagements, ensuring timely completion and adherence to quality standards Tax Preparation & Review Review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates Tax Planning & Strategy Develop and implement strategic tax plans to minimize client liabilities and identify taxsaving opportunities Client Relations Serve as primary point of contact for clients Provide expert advisory support and build long-term client relationships Technical Research Conduct in-depth tax research on complex issues Clearly communicate findings to clients and engagement teams IRS & State Correspondence Manage and resolve tax authority notices, inquiries, and audit matters Team Leadership & Development Mentor, train, and supervise tax staff and seniors Provide constructive feedback and support professional growth Business Development Support partners in identifying and developing new client opportunities Process Improvement Recommend and implement improvements to firm processes and technology to enhance efficiency Qualifications Education Bachelor's degree in Accounting or a related field (required) Master's degree in Taxation (preferred) Certification Active and valid Certified Public Accountant (CPA) license (required) Experience Minimum of 7+ years of progressive tax experience within a public accounting firm Technical Expertise Strong knowledge of federal, state, and local tax laws and regulations Experience with individual, corporate, partnership, trust, and estate returns Proficiency with tax preparation software (e.g., CCH, ProSystem fx) and Microsoft Excel Soft Skills Excellent communication, interpersonal, and writing skills Strong analytical, critical thinking, and problem-solving abilities Proven project and time management skills with the ability to manage multiple deadlines Demonstrated leadership capability with the ability to motivate and coach team members Employment Type: Full Time Years Experience: 5 - 10 years Salary: $150,000 - $170,000 Annual Bonus/Commission: No